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<h1>Automatic assignment</h1>
<p>
This function allow the assignment of payees and categories automatically to transactions.
</p>

<ul class="toc">
	<li><a href="#create">Create assignment rules</a></li>
	<li><a href="#occurs">When the auto assignment occurs ?</a></li>
	<li><a href="#notes">Notes</a></li>
</ul>


<h2><A NAME="create"></A>:: Create assignment rules</h2>
<p>
The managment can de done in the <a href="04assign.html">assignment dialog</a>
</p>
<p>
You will create rules like:<br>
if you find the word 'stuff' in the Description field of a transaction = assign payee A and / or category B to that transaction.
</p>
<P>To create an assignment rule:
</P>

<UL>
	<LI> click the Add button
	<LI> modify the search description text
	<LI> optionaly check the case sensitive checkbox
	<LI> select the payee and/or category to assign
</UL>

<h2><A NAME="occurs"></A>:: When the auto assignment occurs ?</h2>

<ul>
	<li>Everytime you import a file into HomeBank using the import assistant</li>
	<li>You can trigger it manually from the Account window menu or toolbar</li>

</ul>

<h2><A NAME="notes"></A>:: Notes</h2>
<p>
HomeBank will assign the payee and the category to a transaction if, and only if, <span class="u">both are empty</span>.
</p>


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